Client Service Policy and Terms

Our Commitment

At Jonathan Capital, we are dedicated to providing personalized, professional, and responsive investment advisory services to high-net-worth individuals, family offices, and institutional clients. We uphold the principles of integrity, transparency, and client-centricity to ensure each client’s unique investment objectives are met with precision and care.

Scope of Services

Investment Advisory & Portfolio Management: Tailored equity investment strategies and diversified asset allocation plans based on comprehensive risk profiling and client goals.

Regular Market Analysis & Reporting: Detailed and customized market updates, sector research, and investment opportunity assessments delivered on a scheduled basis.

Risk Monitoring & Strategy Adjustment: Continuous portfolio performance tracking with timely rebalancing and strategy modification in response to market dynamics.

Dedicated Client Support: Assigned relationship managers providing one-on-one assistance, ensuring prompt response to client inquiries and needs.

Service Process

Client Onboarding & Risk Assessment: Collect financial, investment, and risk tolerance information to establish a tailored advisory framework.

Strategy Development & Approval: Design personalized investment strategies aligned with client objectives; obtain client approval before execution.

Portfolio Implementation: Execute investment decisions prudently and in accordance with the agreed strategy.

Ongoing Reporting & Review: Provide periodic portfolio performance reports and conduct regular review meetings to evaluate and adjust the strategy.

Continuous Support & Communication: Maintain open communication channels to address client questions and adapt services as needed.

Terms and Conditions

Clients must provide complete and accurate financial and personal information to facilitate effective advisory and risk assessment.

Investment involves risks; past performance is not indicative of future results. Jonathan Capital does not guarantee returns or profit. Clients assume full responsibility for investment decisions.

All advice and recommendations are based on current market information and conditions, which are subject to change without notice.

Client confidentiality is paramount; all personal and financial data are strictly protected and will not be disclosed without explicit consent, except as required by law.

Fees for services rendered will be outlined in the client agreement and invoiced accordingly. Additional services or extraordinary requests may incur supplementary charges.

Jonathan Capital reserves the right to amend service terms with prior notification to clients.